Podcast Episodes
Back to SearchComplete Family Wealth, with Keith Whitaker
https://www.youtube.com/watch?v=gB_2RGtp_ts Will the work you do create a foundation for your kids and grandkids to prosper? Then how do you create long-term complete family wealth that does the mos…
Published on 5 years, 3 months ago
How to Become a Real Estate Investor Goddess, with Monick Halm
https://www.youtube.com/watch?v=p2xDUahEtWc Do you want to invest in real estate? Do you want it to feel effortless and productive, without getting slowed down, veering off course, and stuck by numb…
Published on 5 years, 3 months ago
Sequence of Returns Risk: How to Get the Most Investment Income Without Running Out of Money
Did you know there’s a secret hiding in plain sight that average rates of return will never tell you? In this episode, we’ll discuss the Sequence of Returns and the risk they pose to your future inco…
Published on 5 years, 3 months ago
Family Values: The Starting Point of a Legacy, with Richard Wilson
If you want to create a legacy of wealth, the starting point is a strong culture of family values. That's because having the greatest impact and doing the most for your children hinge on their chara…
Published on 5 years, 4 months ago
Estate Plans that Transcend Generations with Andrew Howell
https://www.youtube.com/watch?v=uvUp3vuKYjA Do you want to leave a legacy with an estate plan that transfers wealth and empowers the next generation? Find someone who is helping others do it successf…
Published on 5 years, 4 months ago
Maximizing Retirement Income with Whole Life Insurance – Dr. Wade Pfau
https://www.youtube.com/watch?v=AO7Y3RkLaFI Want to get the most income later in life? Your success depends not on one product, but the coordination of financial tools and your entire personal finan…
Published on 5 years, 4 months ago
The Conversation Between Generations
Do you want to leave a legacy for future generations to come, but worry about the gift corrupting them? Are you hoping to pass on meaning even more than the money itself? Do you wonder how to start…
Published on 5 years, 4 months ago
Expat Living and Offshore Investing, with Mikkel Thorup
Have you considered investing offshore, or even becoming an expat and living abroad? Today, we’re talking with Mikkel Thorup, of The Escape Artist, about how to have more travel, freedom, and contro…
Published on 5 years, 5 months ago
10/90 Premium Split & Blended Term PUA Rider Risks, with Rodney Mogen
https://youtu.be/FtpKs0X1SFs Considering a 10/90 premium split (Base/PUA) policy design with a Blended Term PUA Rider for an IBC policy over a design truer to Nelson Nash's original 33/67 split? Was…
Published on 5 years, 5 months ago
Everything You Need to Know About Self-Directed IRAs, with Edwin Kelly
https://www.youtube.com/watch?v=RlydBGujc2k Do you have money in a retirement account that you wish you could use to invest in real estate? Today, we’re talking about self-directed accounts and inve…
Published on 5 years, 5 months ago